SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 555 filers reported holding SPDR INDEX SHS FDS in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $425,467 | -2.3% | 12,674 | +0.0% | 0.02% | -5.6% |
| Q2 2023 | $435,561 | +6.8% | 12,669 | +6.0% | 0.02% | 0.0% |
| Q1 2023 | $407,991 | -1.1% | 11,954 | -4.5% | 0.02% | -5.3% |
| Q4 2022 | $412,593 | +5.8% | 12,518 | -0.4% | 0.02% | -5.0% |
| Q3 2022 | $390,000 | -13.5% | 12,573 | -3.0% | 0.02% | -16.7% |
| Q2 2022 | $451,000 | -20.6% | 12,965 | -11.8% | 0.02% | -14.3% |
| Q1 2022 | $568,000 | +5.6% | 14,700 | +13.4% | 0.03% | +3.7% |
| Q4 2021 | $538,000 | -4.3% | 12,965 | -1.9% | 0.03% | -15.6% |
| Q3 2021 | $562,000 | -8.3% | 13,213 | -1.9% | 0.03% | -13.5% |
| Q2 2021 | $613,000 | +4.1% | 13,465 | 0.0% | 0.04% | -21.3% |
| Q1 2021 | $589,000 | +7.9% | 13,465 | +3.9% | 0.05% | +11.9% |
| Q4 2020 | $546,000 | +22.4% | 12,960 | +6.2% | 0.04% | +10.5% |
| Q3 2020 | $446,000 | +9.3% | 12,200 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $408,000 | – | 12,200 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McNamara Financial Services, Inc. | 1,621,460 | $62,653,000 | 17.00% |
| HighMark Wealth Management LLC | 325,382 | $12,571,000 | 8.41% |
| Brown Financial Advisory | 256,006 | $9,892,000 | 8.04% |
| Financial Strategies Group, Inc. | 404,349 | $15,624,000 | 6.23% |
| HERITAGE WEALTH MANAGEMENT, LLC | 593,617 | $22,937,000 | 6.20% |
| Sterneck Capital Management, LLC | 235,114 | $9,085,000 | 5.46% |
| KWB Wealth | 780,829 | $32,397,000 | 5.40% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 230,648 | $8,912,000 | 5.07% |
| Better Money Decisions, LLC | 130,116 | $5,028,000 | 4.71% |
| Brooklyn FI, LLC | 132,219 | $5,109,000 | 4.43% |